Import Setup Options

Modified on Fri, 24 Jun 2016 09:34 by tpaeglis — Categorized as: Import- Export Manager

Import Setup Options

DIRITEMDET - DIRITEMDET

FILLBEAMSIZE - Added logic to MBSGRID to save the beam size to a configurable question named with beam size in description.

ITEMEXACT - Displays item in item master when an exact match is entered, regardless if there are other items that may be a partial match.

ITEMSPECCHAR - If set, allow expanded character set in item codes.

LEADIMPMATCH - Uses matching logic to allow user to select possible match on the lead importer.

LEADUPCUSTNO - If set, and custno in import file, matched import records will have custno updated with custno from file (or unique varent if not unique custno).

MBSAUTOSAVE - Add setup option to auto save MBS grid every 30 seconds.

MBSQW - Change MBS grid logic to read QW xls file format instead of MBS format.

MBSSHIPTXT - MBSSHIPTTXT

MBSSO - MBSSO

MBSTOTWT - Works in conjunction in MBSWT setup option. If set, the weight in the MBS file is treated as a total line weight, and get divided by the line qty to import a per unit weight.

MBSWT - If set, the weight from the MBS file is imported to the Sales Order unit weight.

MSNAUTOTASK - Automatically creates a default phase and task when a new project is created.

NEWMSNNUM - If set, then map project drop folders to Project Number instead of Project ID.

NEWTASKSEQ - Tasks are given a new SO sequence number (CID Counter) that is seperate from the Sales Order counter. The counter is set up in the CID Maintenance screen, on the Counters tab.

POCOILLBS - Stocks coil inventory items in lbs and catches linear feet (as opposed to stocking in linear feet and catching lbs).

PROJAUTOSONUM - Automatically numbers sales order generated from the Project. Project ID is used as first SO. A dash with a number starting at 01 will accompany future sales orders (PROJID).

ROOFSLOPE - If set and the item has a SOC question with rcode = "S", then the value from column F is copied into the answer of the Roof Slope question.

TASKNEWSEQ - Uses the TASK counter in CID Maintenance instead of the SONO counter.

TAXBOTH - TAXBOTH

TAXSPEC1 - Option to zero out some UseTax Rates. CO-City and County Rates. NM-All but State.

USEMSNASSONO Force sales order number to match project number in auto.